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iShares Core S&P US Growth ETF

684 hedge funds and large institutions have $14.1B invested in iShares Core S&P US Growth ETF in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 40

28% more call options, than puts

Call options by funds: $523K | Put options by funds: $408K

13% more capital invested

Capital invested by funds: $12.5B → $14.1B (+$1.59B)

10% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 206

7% more funds holding in top 10

Funds holding in top 10: 4447 (+3)

7% more funds holding

Funds holding: 641684 (+43)

1.77% more ownership

Funds ownership: 73.37%75.14% (+1.8%)

Holders
684
Holders Change
+43
Holders Change %
+6.71%
% of All Funds
9.88%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
90
Increased
227
Reduced
206
Closed
40
Calls
$523K
Puts
$408K
Net Calls
+$115K
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Change in
Stake
ODIJL
326
One Day In July LLC
Vermont
$768K +$3.7K +31 +0.5%
VWA
327
Visionary Wealth Advisors
Illinois
$766K -$477 -4 -0.1%
PJSIMP
328
P.J. Schmidt Investment Management (PJS)
Wisconsin
$765K
TC
329
TownSquare Capital
Utah
$763K +$236K +1,978 +49%
IRC
330
Investors Research Corp
Georgia
$762K +$43.8K +367 +7%
OCPWS
331
One Charles Private Wealth Services
Massachusetts
$761K
BIA
332
Biondo Investment Advisors
Pennsylvania
$752K -$4.17K -35 -0.6%
WFAG
333
Wescott Financial Advisory Group
Pennsylvania
$751K +$835 +7 +0.1%
IWS
334
Insight Wealth Strategies
California
$751K +$477 +4 +0.1%
BEI
335
Benjamin Edwards Inc
Missouri
$749K +$70.9K +594 +11%
SAM
336
Smartleaf Asset Management
Massachusetts
$748K +$689K +5,773 +12,550%
LIM
337
Leavell Investment Management
Alabama
$739K +$177K +1,486 +34%
TH
338
TCTC Holdings
Texas
$727K
SS
339
Sunbelt Securities
Texas
$716K +$31K +260 +5%
KFS
340
Kaizen Financial Strategies
California
$714K +$118K +988 +20%
CWA
341
Consilio Wealth Advisors
Washington
$708K +$716 +6 +0.1%
ACG
342
Allen Capital Group
Nebraska
$704K -$52.8K -443 -7%
CWC
343
Carolinas Wealth Consulting
North Carolina
$703K +$11.9K +100 +2%
FA
344
FC Advisory
Pennsylvania
$701K -$18.1K -152 -3%
BFC
345
Bedel Financial Consulting
Indiana
$693K +$5.13K +43 +0.8%
MCM
346
MidAtlantic Capital Management
Virginia
$688K
AT
347
Arden Trust
Delaware
$686K
CT
348
Colonial Trust
South Carolina
$682K
GAG
349
GM Advisory Group
New York
$680K
DAS
350
Diversify Advisory Services
Utah
$677K +$168K +1,412 +38%

IUSG Hedge Fund Activity: Q2 2024 in Review

684 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2024, worth a combined $14.1B — up 13% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IUSG positions and 40 closed out — a net gain of 50 holders — while 227 added to existing stakes and 206 trimmed.

The largest buyer was Bank of America, adding an estimated $199M. The largest seller was JP Morgan Chase, cutting an estimated $106M.

  • 684 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2024, up from 641 in Q1 2024.
  • Funds reported $14.1B of iShares Core S&P US Growth ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 90 funds opened new iShares Core S&P US Growth ETF positions in Q2 2024 and 40 closed out, a net change of +50 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2024 was Bank of America, an estimated $199M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2024 was JP Morgan Chase, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2024.